Vaca Tax and Financial Group
Vaca Tax and Financial Group

Vaca Tax and Financial Group

Offers remote services
Discounts available
Offers remote services
Discounts available
$150/hour
estimated cost


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Introduction: Tax Services The piece of your financial puzzle called "taxes" permeates every area of your financial life. All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction. Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available. Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income? We can project into the future and figure an estimated tax for you so you know how to prepare. After-death taxes - Will you be affected by estate taxes? We can help you find ways to reduce estate taxes and file the estate tax returns for you. Small business concerns - Are you starting a small business, or do you already have a successful business? Ask us for tax saving ideas. Financial Services These services sometimes are overlooked by many people, but it may be one of the most important services for a financial freedom. Investment Services: Do you need help starting? Do you know if an IRA or Roth IRA is better for you? Our financial advisors can help answer all your questions. Asset Allocation: Should I keep my money in the bank? Should I invest in bonds or stocks? Is my portfolio too risky? Our repetitive process focuses on the following: * Reducing your overall investment risk * Monitoring your investments in a regular basis so you do not have to * Review possible new markets for your money to work for you
Overview

Hired 135 times

Serves Minneapolis, MN

Background checked

4 employees

11 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, Zelle

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Great 4.7

66 reviews

5
88%
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Read reviews that mention:


Sarah M.

Accounting

David is personable and really knows what he is talking about. He explains things in a way anyone can understand, and asks the right questions to find out what your specific needs are. He is helping me manage my business financially. Would recommend to a friend!
Dec 3, 2016
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Verified
Sarah P.

Individual Tax Preparation

David has done our taxes for the past 2 years, and we will definitely return again next year! Running my own business, my financials are somewhat complicated. David has made the process quick, easy, and comprehensible - much better than when I did it myself! Very reasonable rates, and great work. Highly recommended.
Mar 25, 2016
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Verified
Laura M.

Individual Tax Preparation

Outstanding experience with David! I was able to send him all of our tax paperwork electronically and he came out to meet us to finish things up; very easy and convenient. His small business expertise is a huge bonus for us. We'll be customers for a long time!
Feb 4, 2016
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Verified
Lindsay L.

Individual Tax Preparation

My husband and I were newbies to getting professional help and used TurboTax up until now. We decided to invest in the service after getting married, buying a house and starting a business - and I'm so glad we did! David made the experience way less daunting and actually an enjoyable learning experience. The tax world is FILLED with so much opportunity to save and make your assets work for its money - there would be no way to know all this information without a professional like David. Honestly, with the dread of doing taxes, I was expecting a dry, difficult and limiting experience but got the complete opposite. David was very knowledgeable, responsive and enjoyable to be around. HIGHLY RECOMMEND!
Apr 1, 2015
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Verified
Lydia V.

Individual Tax Preparation

David is very knowledgeable and professional. He answered all of my questions regarding deductions and found the best option for me. He went further by addressing potential concerns for me, and made great recommendations regarding what I need to do going forward. David is very prompt. I was able to get a hold of him via email, phone and or text. When I initially reached out to him for a quote, he reached out to me within 5 minutes. I will definitely be going to him again and I highly recommend him to everyone!
Jan 28, 2020
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Verified
Credentials
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David Vaca

FAQs

  • What is your typical process for working with a new customer?

    At VTFG, we accommodate to our clients necessities. We can meet in person or we can provide our service online, whichever is more convenient for our client. We have a first meeting to gather the information, and a second meeting to collect signatures. We made sure to ask the right questions and collect the right information to find all the deductions that are available for you.

  • What education and/or training do you have that relates to your work?

    I have an undergrad of Finance and Economics and a Master of Business Taxation.

  • What types of customers have you worked with?

    I specialized on small business owners and personal tax returns.

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